Account Type******* ***Account Owner**** ******Account Opps/Deals*** ******Closed Won • Feb 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
H R BlockDirector, Financial Services OperationsSep 08 - PresentCapital GroupSenior Shareholder RepresentativeJun 05- Jun 08
Travis NelsonShareholderView Profile, Travis NelsonBoni DorishControllerView Profile, Boni DorishCaitlin BartellCTS Global Controller ManagerView Profile, Caitlin Bartell